Pinnacle Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Pinnacle Wealth Advisors’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$14M	Buy	+236,120	New	+$13.7M	0.57%	54

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pinnacle Wealth Advisors's VO Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Vanguard Mid-Cap ETF (VO) in Q2 2021: 236,120 shares worth $14M. The stake represents 0.57% of the portfolio and ranks #54 among its holdings.

1,327 funds tracked by Wall St. Rank hold VO as of Q2 2021.

Pinnacle Wealth Advisors held 236,120 shares of Vanguard Mid-Cap ETF worth $14M as of Q2 2021.
Vanguard Mid-Cap ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
Vanguard Mid-Cap ETF made up 0.57% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #54 holding.
1,327 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.